Close Features

Close

The Sales Engagement CRM | Turn more leads into revenue

4.73/5 (131 reviews)

Close Feature Summary

  • 2-Way Email Integration
  • API Access
  • Call Audio Recording
  • Call Forwarding
  • Calls Automatically Tracked
  • Contacts, Leads & Opportunities
  • Email Sequences
  • Email Templates
  • Phone Number + Global Calling
  • Pipeline
  • Predictive Dialer
  • SMS
  • Sales workflow with no manual data entry
  • Voicemail Drop
  • Windows/Mac Native Apps
  • Zoom Integration

Competitor Feature Comparison

API
Activity Dashboard
Activity Management
Activity Tracking
Administrative Reporting
Auto-Dialer
Automatic Notifications
Bulk Send
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Call Reporting
Call Tracking
Call Transfer
Collaboration Tools
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Notifications
Email Templates
Email Tracking
Event Logs
File Management
Filtered Views
Follow-up Scheduling
Forecasting
Full Text Search
Inbox Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Meeting Management
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Monitoring
Multi-Currency
Opportunity Management
Permission Management
Pipeline Management
Pipeline Reports
Predictive Dialer
Real Time Notifications
Reminders
Reporting & Statistics
Role-Based Permissions
SMS Integration
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Single Sign On
Status Reporting
Status Tracking
Summary Reports
Tagging
Task Management
Task Scheduling
Template Management
Third Party Integration
To-Do List
Video Call Recording
Visual Analytics
Voice Mail
Workflow Management
Learn moreCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Administrative Reporting
Auto-Dialer
Automatic Notifications
Bulk Send
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Call Reporting
Call Tracking
Call Transfer
Collaboration Tools
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Notifications
Email Templates
Email Tracking
Event Logs
File Management
Filtered Views
Follow-up Scheduling
Forecasting
Full Text Search
Inbox Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Meeting Management
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Monitoring
Multi-Currency
Opportunity Management
Permission Management
Pipeline Management
Pipeline Reports
Predictive Dialer
Real Time Notifications
Reminders
Reporting & Statistics
Role-Based Permissions
SMS Integration
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Single Sign On
Status Reporting
Status Tracking
Summary Reports
Tagging
Task Management
Task Scheduling
Template Management
Third Party Integration
To-Do List
Video Call Recording
Visual Analytics
Voice Mail
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Administrative Reporting
Auto-Dialer
Automatic Notifications
Bulk Send
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Call Reporting
Call Tracking
Call Transfer
Collaboration Tools
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Notifications
Email Templates
Email Tracking
Event Logs
File Management
Filtered Views
Follow-up Scheduling
Forecasting
Full Text Search
Inbox Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Meeting Management
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Monitoring
Multi-Currency
Opportunity Management
Permission Management
Pipeline Management
Pipeline Reports
Predictive Dialer
Real Time Notifications
Reminders
Reporting & Statistics
Role-Based Permissions
SMS Integration
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Single Sign On
Status Reporting
Status Tracking
Summary Reports
Tagging
Task Management
Task Scheduling
Template Management
Third Party Integration
To-Do List
Video Call Recording
Visual Analytics
Voice Mail
Workflow Management
Visit WebsiteCompare App

Close Feature Reviews

25 reviewers had the following to say about Close's features:

Nick Persico

Verified Reviewer

A modern sales platform optimized for outreach

2015-03-09

I consider it as a platform because of it's flexible and rich API that allows you to customize any component.

Pros

- Flexible and powerful API w/ great documentation

Cons

(But not less expensive than Salesforce and like platforms) - No native mobile apps yet.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10
Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Sven Hezel

Verified Reviewer

Close.io Review

2016-03-30

Close.io is made for sales teams and their customer support is very responsive too.

Pros

- Good Customer Support - API - Fast Interface - Lots of Sarch Option and Automatic Data Entry - VOIP Phone integration

Cons

- No Mobile App yet - Automatic Removal of Duplicates on Entry could be easier.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Jacqueline Davis

Verified Reviewer

Communication made efficient

2016-03-22

After testing other CRMs, I was blown away by Close.io's clean, easy-to-use interface, communication tracking, and detailed reporting features.

Pros

Email tracking • Clean, easy-to-use interface • Detailed reporting with download to Excel or PNG option

Cons

No real cons that I have seen!

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
Nir Ashkenazi

Verified Reviewer

Great Software!

2015-11-28

This helps me give them the one-on-one feeling they want. The reminders and events that I set to help me contact clients at appropriate times that really helps me grow my business.

Pros

Was able to import all my customers with a few clicks.

Cons

That being said, I don't think that is a common feature in CRM's so I'm not 100% sure if I can call it a negative.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
Tayler Ursu

Close helps you close.

2019-07-16

It has helped us stay organized, keep customer data up to date and stay on top of opportunities.

Pros

-Calling system is great -Fast customer Service.

Cons

No way to easily setup parent and child companies - Limited field for opportunities -Smartviews are difficult to use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Tony Summerville

Verified Reviewer

Simple & powerful

2015-03-20

We tried countless SaaS CRM tools, and most are stuck in the old ways of doing lots of data entry or remembering to BCC on every email you send.

Pros

- Integrated email - Integrated calling - Simple, powerful list building - Easy API for integrations - Zapier integration

Cons

- Needs a mobile app - Should be able to make/receive calls on the mobile app - Wish more 3rd party tools integrated directly with Close.io

Source: GetApp
0 of 1 people found this review helpful
Helpful?   Yes   No
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Tom

You would be insane not to give it a free trial

2014-03-24

Since all calls and emails go through the system, the reporting is real-time and automatic for salespeople.

Pros

Automated tracking, in-app calling, in-app email, bulk email, filtering, reporting, real-time dashboard.

Cons

Higher cost per seat than some others (but obviously well worth it for me, and most others).

Source: GetApp
3 of 4 people found this review helpful
Helpful?   Yes   No
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Tom Davenport

Verified Reviewer

Precisely what we were looking for

2015-11-03

Simple and easy to use, with some sensational features (in-build bulk email, recoding contacts, searching, automatic logging)

Pros

The automation of recoding activity is the best thing about this product - it is all about reducing time and reducing clicks.

Cons

There are a few feature still missing - like adding a task not attached to a contact and also the recoding of customer support conversations (e.g. through a Live Chat App)

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
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Anonymous
Director of Business Development ( company, 51-200 employees)
Verified Reviewer

Will you marry me?

2015-04-02

I LOVE this solution. It's extremely flexible which is crucial for our company of 80. With our HQ in Europe, and a sales team poised to expand rapidly worldwide, we needed the ability to "speak" to each other by having access to all leads in the system and their history. Right now we are piloting Close.io here in the U.S. with a couple of sales people also trying it in Europe. We integrated our incoming leads from our system into close.io via Zapier and all communication via Gmail. It was a snap! Also, the support team can CC or BCC close.io on crucial matters via the ticket system and sales can now see all important transactions in one place. Just in a few short months Sales productivity has changed dramatically, and basically, I'm a happier person, which is good for everyone!

Pros

Nice upgrade with the html in the email function!

Cons

Fix the Tasks function to be more user friendly. allow us the hide the custom fields so we don't need to scroll through them all when assigning data.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Dominic Blouin

Verified Reviewer

Close.io Rocks !

2016-04-29

It is easy to use, well designed and precisely tailored to our needs.

Pros

Created by a team that produce amazing content Simple and efficient design Nice feature to create smart views Good integration with emails VOIP phone call in one click !

Cons

Contact integration with exchange would be nice.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
Antoine Curti

Verified Reviewer

Best sales-focused CRM for medium/small businesses

2016-01-18

Close.IO deeply understands the pains of a sales team and helps you achieve more by making your whole team and management more productive.

Pros

- Great product-market fit, it does solve a problem and increase productivity - You can have access to all emails exchanged with a lead without even being in copy - never again you're going to lose the historic data/communication with your leads - Fast and very customizable reports allows management to quickly get to the numbers and insights that matters the most - Smart views is very helpful - what a smart feature

Cons

Could do a little bit better on managing tasks/to-dos of the sales team

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Great simple CRM that we actually use

2018-05-10

Pros

Because it integrates with calling and email, most communication gets automatically logged so there isn't that annoying extra step.

Cons

I'd like prettier reporting. The reporting screen basically counts and filters to give a table of results.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Mandy Curtin

Verified Reviewer

"They're just so...good!"

2015-09-08

With the powerful features at our fingertips, and so many great integrations, we think our sales team will see great results.

Pros

Excellent support Concise Call Logging Smooth UI/UX Flexible pricing Integrations

Cons

So far, the only hiccup has been importing/exporting from our existing CRM (using Import2).

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 51-200 employees)

Most your organization will ask, "why aren't we using Salesforce?"

2018-11-18

Skip it.

Pros

Great if you have the patience and developments resources to help you customize everything. API is good, but for most non-enterprise organizations, who has time to be messing with APIs?

Cons

Be prepared to ask developers to leverage the API and sync into some other tool. - No matter what they may sell you, it's a CRM best used with small sales teams.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Stefanie Hindmarch

Verified Reviewer

Close.io makes it so much easier to manage leads!

2015-10-15

Customer service has also been really great; within just a few days of starting the free trial I was directly contacted by one of their team members who was happy to answer any questions. The automatic email integration is fantastic; it syncs instantly with my Gmail account so it is easy to switch back-and-forth without missing any information.

Pros

- Automatic email integration - Advanced lead search - Ability to set 'status' on leads - Awesome and personal customer service - Startup discount - Bulk email templates

Cons

- Wish you could select, specific individual leads for bulk email and bulk editing (instead of generating lists from a common status or other label)

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
William Weil

Verified Reviewer

Close.io Rocks

2015-04-28

It's also a lot easier to find, assign and manage opportunities. The interface is clean and compelling with all the key information at hand.

Pros

Simplicity Interface Designed to mimic work flow Search flexibility and functionality Reporting Less training/happy reps

Cons

Examples include better managing duplication, parent/grandparent relationships (visual and drop-down) and an area for notes within individual contacts.

Source: GetApp
Helpful?   Yes   No
Read more
Jordan Thomas

Great Sales Tracking Management

2018-12-14

Close.io is great for tracking leads and customer bases and the communication timeline as well.

Pros

My favorite thing about Close.io is the ability to add custom fields that help with reporting and overall ease of use.

Cons

The user interface could use some improvement.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Linus Lennstrand

Verified Reviewer

Awesome product with a great search centric approach

2015-05-20

I would recommend close.io to anyone who wants to maintain and grow a database of contacts, be it customers, candidates or investors.

Pros

- Easy to create customised lead views and send personalised bulk emails - Stripped down feature set, only contains what's necessary - Extremely easy to get started, no advanced setup necessary - Great support and response time from the team at close.io

Cons

- I lack the ability to track meetings, it's the only part of the sales funnel that I can't follow up on - I lack the ability to mark notifications as unread

Source: GetApp
Helpful?   Yes   No
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Alexander Robinson

Verified Reviewer

Simple, intuitive, effective

2016-03-02

The reason being, Close presents a very simple and easy to use interface at the landing page on their website.

Pros

Price, customer support, intuitive user interface and simplicity of use, most effective CRM system I have seen that doesn't drain sales-personnel time.

Cons

Voice of customers could be a future feature; price is still expensive for pre-revenue and lean startups.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
Scarlett Bridger

Best user interface tool for sales executives

2018-05-17

Great Value for money.

Pros

The lead integration is seamless.

Cons

A separate contacts section can be built for qualified lead seggregation and dashboard can be made more visually easy to understand.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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Jordan Levy

Verified Reviewer

Rigid structure means only certain sales processes fit (adaptations to all processes are necessary to use effectively)

2016-09-28

Overall, Close.io is a B2B CRM where each client has only a few main contacts and they all go through a specific, well-defined process, regardless of whether or not the deal is closed.

Pros

- Easy to get started - Easy to import leads - Easy to keep track of how everyone at your organization is interacting with the client - Pretty simple, but effective reporting

Cons

- Expensive - Low quality call audio - Low customization - Rigid sales structure set-up

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering Close

This has to make sense for your sales process and the way you wish to manage your sales team. After you begin setting up, you'll be able to tell pretty quickly if this is (a) a short term solution, (b) an interim solution, or (c) not an appropriate solution for your process.

Source: GetApp
Helpful?   Yes   No
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Michael Brody Kidd

Verified Reviewer

Lightweight but powerful

2015-04-15

Close.io is lightweight but powerful. The customized fields and search features create a robust filter that is essential for quick organization.

Pros

Amazing customer support!

Cons

Mobile App is not released yet...

Source: GetApp
Helpful?   Yes   No
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Kyle Stremme 🦄

Verified Reviewer

No Fluff

2016-06-06

This is versatile enough to rock for SaaS start ups just starting out looking for customer feedback and product market fit or easily scaled to manage a small powerful team to start scaling.

Pros

Easy to use, easy to build "smart views" (no complicated list building) to knock out activities in batches so you can be hyper efficient.

Cons

(Salesforce works with everything but costly to learn and run but does let you customize). Not a con unless you are hyper advanced and are looking to control everything.

Rating breakdown

Features

Time used: 1-2 years

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Josh Crews

Turns you into a selling machine

2018-10-18

Once you catch the vision for Close.io, it doubles your productivity in sales.

Pros

No data entry means that it's reading your emails and syncing the CRM with the activity. You can also call through their phone number and it logs your phone calls to the CRM.

Cons

I don't think of Close.io as having data integration with other services on a first class level.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rex Biberston

Verified Reviewer

Best sales platform I've ever used

2016-02-10

I used to represent one of the top sales platforms available. This is better. This is so much better than by a minute and a half into their intro video I knew that I would buy. They solve every pain I was experiencing with tools before them.

Pros

Integrated Voip, integrated email, automated reminders...basically every cool feature I didn't even realize I wanted, they've got it.

Cons

Need some better integrations with email marketing platforms.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more